Berkshire Hathaway Inc BRK.B | $11.8M | 1.95 | 28,056 | +3.58% | +$407,483.88 | 1.87 | |
Open Text Corporation OTEX | $3.34M | 0.03 | 86,083 | -1.12% | -$37,975.74 | 0.53 | |
| Block, Inc. SQ | $5.92M | 0.01 | 69,992 | +9.46% | +$511,878.13 | 0.94 | |
| 3M Company MMM | $3.62M | 0.01 | 34,089 | -1.11% | -$40,625.32 | 0.57 | |
| Ecolab Inc. ECL | $3.61M | 0.01 | 15,622 | -3.45% | -$128,841.64 | 0.57 | |
| Amgen Inc. AMGN | $4.96M | <0.01 | 17,432 | +8.56% | +$390,653.06 | 0.78 | |
| International Business Machines Corporation IBM | $5.19M | <0.01 | 27,164 | -0.7% | -$36,473.86 | 0.82 | |
| McDonald's Corporation MCD | $3.42M | <0.01 | 12,141 | -0.95% | -$32,988.95 | 0.54 | |
| Amazon.com, Inc. AMZN | $10.14M | <0.01 | 56,216 | -12.04% | -$1.39M | 1.61 | |
| Eli Lilly and Company LLY | $4.11M | <0.01 | 5,284 | +1.75% | +$70,787.86 | 0.65 | |
| JPMorgan Chase & Co. JPM | $5.13M | <0.01 | 25,620 | -7.88% | -$439,259.27 | 0.81 | |
| Visa Inc. V | $6.09M | <0.01 | 21,831 | +3.46% | +$203,729.09 | 0.96 | |
| AbbVie Inc. ABBV | $4.53M | <0.01 | 24,852 | -6.33% | -$305,569.05 | 0.72 | |
| Johnson & Johnson JNJ | $5.53M | <0.01 | 34,985 | -2.33% | -$132,247.29 | 0.88 | |
| Apple Inc. AAPL | $17.32M | <0.01 | 100,987 | -5.13% | -$937,308.18 | 2.74 | |
| The Procter & Gamble Company PG | $5.12M | <0.01 | 31,537 | -3.84% | -$204,111.21 | 0.81 | |
| UnitedHealth Group Incorporated UNH | $5.3M | <0.01 | 10,707 | +4.31% | +$218,659.92 | 0.84 | |
| Chevron Corporation CVX | $4.13M | <0.01 | 26,194 | +3.45% | +$137,707.54 | 0.65 | |
| Microsoft Corporation MSFT | $21.61M | <0.01 | 51,358 | -0.08% | -$17,249.61 | 3.42 | |
| Exxon Mobil Corporation XOM | $6.73M | <0.01 | 57,903 | +1.28% | +$85,320.73 | 1.07 | |
| The Home Depot, Inc. HD | $4.65M | <0.01 | 12,111 | -5.5% | -$270,447.16 | 0.74 | |
| Walmart Inc. WMT | $3.78M | <0.01 | 62,747 | +161.69% | +$2.33M | 0.6 | |
SPDR Portfolio S&P 500 ETF SPLG | $5.35M | <0.01 | 86,978 | +0.07% | +$3,814.88 | 0.85 | |
Alphabet Inc. GOOGL | $7.32M | <0.01 | 48,517 | -15.64% | -$1.36M | 1.16 | |
Vanguard Total Stock Market Index Fund VTI | $11.11M | <0.01 | 42,731 | +21.66% | +$1.98M | 1.76 | |
SPDR S&P Dividend ETF SDY | $3.72M | <0.01 | 28,342 | -3.41% | -$131,241.69 | 0.59 | |
| Alphabet Inc. GOOG | $4.73M | <0.01 | 31,068 | -4.21% | -$208,139.43 | 0.75 | |
Vanguard 500 Index Fund VOO | $5.44M | <0.01 | 11,309 | +28.72% | +$1.21M | 0.86 | |
Invesco S&P 500 Equal Weight ETF RSP | $4.03M | <0.01 | 23,771 | +0.88% | +$35,229.41 | 0.64 | |
iShares Core U.S. Aggregate Bond ETF AGG | $16.4M | <0.01 | 167,479 | New | +$16.4M | 2.6 | |
SPDR Gold Shares GLD | $3.36M | <0.01 | 16,341 | +21.21% | +$588,359.28 | 0.53 | |
Invesco S&P 500 Pure Growth ETF RPG | $7.31M | <0.01 | 199,177 | New | +$7.31M | 1.16 | |
First Trust Enhanced Short Maturity ETF FTSM | $5.02M | <0.01 | 84,150 | -5.52% | -$293,210.22 | 0.79 | |
iShares MSCI USA Min Vol Factor ETF USMV | $6.37M | <0.01 | 76,168 | +5.67% | +$341,591.65 | 1.01 | |
Invesco QQQ Trust QQQ | $12.29M | <0.01 | 27,686 | +16.06% | +$1.7M | 1.95 | |
iShares U.S. Technology ETF IYW | $6.11M | <0.01 | 45,248 | +279.02% | +$4.5M | 0.97 | |
Franklin Universal Trust FT | $4.16M | <0.01 | 626,915 | +11.07% | +$414,840.88 | 0.66 | |
WisdomTree Floating Rate Treasury Fund USFR | $3.5M | <0.01 | 69,508 | +10.84% | +$341,823.35 | 0.55 | |
iShares U.S. Industrials ETF IYJ | $4.52M | <0.01 | 35,988 | +931.47% | +$4.09M | 0.72 | |
iShares U.S. Financials ETF IYF | $4.12M | <0.01 | 43,073 | New | +$4.12M | 0.65 | |
WisdomTree U.S. Quality Dividend Growth Fund DGRW | $5.98M | <0.01 | 78,432 | +11.82% | +$631,923.55 | 0.95 | |
US Treasury 3 Month Bill ETF TBIL | $9.39M | <0.01 | 187,665 | +4.04% | +$364,567.84 | 1.49 | |
| NVIDIA Corporation NVDA | $10.59M | <0.01 | 11,723 | -1.38% | -$148,181.55 | 1.68 | |
iShares US Consumer Discretionary ETF IYC | $4.03M | <0.01 | 49,175 | New | +$4.03M | 0.64 | |
iShares Core S&P 500 ETF IVV | $17.77M | <0.01 | 33,797 | +20.68% | +$3.04M | 2.81 | |
SPDR Portfolio S&P 500 Growth ETF SPYG | $4.74M | <0.01 | 64,744 | -3.87% | -$190,628.11 | 0.75 | |
Health Care Select Sector SPDR Fund XLV | $3.29M | <0.01 | 22,256 | +5.56% | +$173,284.82 | 0.52 | |
SPDR S&P 500 ETF Trust SPY | $7.47M | <0.01 | 14,273 | +12.07% | +$803,963.32 | 1.18 | |
Invesco Senior Loan ETF BKLN | $10.91M | <0.01 | 515,736 | -1.05% | -$115,436.73 | 1.73 | |
| Meta Platforms, Inc. META | $4.55M | <0.01 | 9,361 | -34.38% | -$2.38M | 0.72 |